See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,764 | $84,696+37.9% | $75,696+54.3% | $167,490-30.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 30.19% | 199.36%-169.2pp | 104.53%-74.3pp | 478.56%-448.4pp |
| Employer contribution / active EE | $703 | $3,230-78.2% | $2,743-74.4% | $4,837-85.5% |
| Participant deferral / active EE | $1,506 | $4,580-67.1% | $3,821-60.6% | $6,341-76.2% |
| Admin fee / account holder | $10,281 | $5,355+92.0% | $3,619+184.1% | $12,309-16.5% |